FFO
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Fiduciary Family Office’s Chevron CVX Stock Holding History

Fiduciary Family Office’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$875K Sell
4,230
-470
-10% -$85.7K 0.25% 79
2025
Q4 		$716K Hold
4,700
– – 0.21% 87
2025
Q3 		$730K Sell
4,700
-40
-0.8% -$6.2K 0.21% 99
2025
Q2 		$679K Buy
4,740
+1,133
+31% +$160K 0.22% 93
2025
Q1 		$603K Buy
+3,607
New +$565K 0.2% 105
2024
Q4 		– Sell
-4,310
Closed -$635K – 124
2024
Q3 		$635K Buy
4,310
+61
+1% +$9.08K 0.21% 101
2024
Q2 		$665K Sell
4,249
-29
-0.7% -$4.62K 0.26% 99
2024
Q1 		$675K Sell
4,278
-19
-0.4% -$2.87K 0.26% 106
2023
Q4 		$641K Buy
+4,297
New +$650K 0.28% 83

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fiduciary Family Office's CVX Position: Q1 2026 in Review

Fiduciary Family Office reduced its Chevron (CVX) stake by 10% in Q1 2026, selling an estimated $85.7K and leaving 4,230 shares worth $875K. The position accounts for 0.25% of the portfolio, ranked #79.

Fiduciary Family Office first reported a position in CVX in Q4 2023 and has held it in 9 quarters since. 4,271 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Fiduciary Family Office held 4,230 shares of Chevron worth $875K as of Q1 2026.
  • Fiduciary Family Office sold 470 Chevron shares in Q1 2026, an estimated $85.7K.
  • Chevron made up 0.25% of Fiduciary Family Office's portfolio in Q1 2026, its #79 holding.
  • Fiduciary Family Office first reported a position in Chevron in Q4 2023 and has held it in 9 quarters since.
  • 4,271 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.